【专访】刘铁岩：投身AI浪潮，中国如何成为引领者？

Core Viewpoint - The ongoing AI investment boom may evolve into a bubble if it fails to deliver on productivity promises, with 2026 being a critical year for validation or refutation of AI's potential [1][6] Group 1: AI Investment and Market Dynamics - Historical trends show that every major tech wave, including the internet and cloud computing, has been accompanied by bubbles, and AI is no exception [1][6] - Investors and entrepreneurs should approach AI with caution, as the high barriers to entry in foundational technology development make blind investments risky [1][6] - The AI sector is transitioning from a scale-driven "infrastructure race" to a research-driven "innovation marathon," emphasizing the need for sustainable industrial capabilities rather than just rapid growth [6][7] Group 2: Regional Development and Innovation - Different regions should focus on their unique industrial foundations and application scenarios to avoid homogenized competition in AI [2][13] - The emphasis should be on application innovation driven by real-world needs, rather than merely increasing computational power or building platforms [2][13] Group 3: Talent and Research Environment - To lead in the new technological wave, a supportive research environment, high-end talent, and original innovative outcomes are essential [5][9] - China has made significant contributions to AI, with a leading number of researchers and publications, and is moving from a "follower" to a "runner" in AI technology [8][9] Group 4: AI's Impact on Industries - AI is expected to revolutionize various sectors, significantly enhancing efficiency; for instance, AI can improve manufacturing efficiency by 15-20% and logistics procurement efficiency by over 30% [14][15] - The transformative potential of AI extends to redefining scientific discovery processes, drastically reducing timelines in fields like energy and materials science [15][16] Group 5: Employment and Workforce Dynamics - The rise of AI may lead to job displacement but will also create new opportunities and roles, similar to past industrial revolutions [17][18] - Workers must adapt by updating their skills and knowledge to remain competitive in an evolving job market shaped by AI [18][19]